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🚨 ETHEREUM CO-FOUNDER JOE LUBIN: “WE CAN DO THIS BETTER THAN MICROSTRATEGY” After meeting SAYLOR, Lubin saw the playbook and rebuilt it for Ethereum. He points directly to BITMINE and TOM LEE’s model: accumulate, stake, scale, targeting ~5% of ETH supply. 🔹 100% deployed into ETH 🔹 100% staked... show more

BMNR Bullz

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186,058 görüntüleme • 4 ay önce •via X (Twitter)

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🚨 JOE LUBIN JUST NAMED BITMINE & SHARPLINK AS LONG TERM PERMANENT CAPITAL FOR ETHEREUM He put BMNR beside MSTR and SharpLink as examples of DATs “who’ve done a great job.” His point was clear. 🔹 No leverage 🔹 Reliable staking yield 🔹 Long term ecosystem growth 🔹 Permanent capital for ETH Then Lubin revealed he and TOM LEE have been discussing the intersection of AI and decentralized protocols. That caught my attention. $ETH $BMNR

🚨 JOE LUBIN JUST NAMED BITMINE & SHARPLINK AS LONG TERM PERMANENT CAPITAL FOR ETHEREUM He put BMNR beside MSTR and SharpLink as examples of DATs “who’ve done a great job.” His point was clear. 🔹 No leverage 🔹 Reliable staking yield 🔹 Long term ecosystem growth 🔹 Permanent capital for ETH Then Lubin revealed he and TOM LEE have been discussing the intersection of AI and decentralized protocols. That caught my attention. $ETH $BMNR

BMNR Bullz

82,718 görüntüleme • 3 ay önce

TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH

TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH

BMNR Bullz

35,025 görüntüleme • 1 ay önce

TOM LEE: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR

TOM LEE: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR

BMNR Bullz

85,059 görüntüleme • 2 ay önce

🚨 EX-BLACKROCK EXEC JOSEPH CHALOM: “ETH IS BETTER.” Sharplink CEO Joseph Chalom credits SAYLOR for the public wrapper model. But he says ETH is the upgrade: 🔹 Stake it 🔹 Native yield 🔹 Secure the network 🔹 Never encumber your ETH Then the line worth attention: “Along with TOM LEE Thomas (Tom) Lee (not drummer) FSInsight.com, we have generational permanent capital.” “We don’t have to sell it. We’re not a fund.” That’s why this model matters: long duration ETH + staking + DeFi allocation. $ETH $BMNR

🚨 EX-BLACKROCK EXEC JOSEPH CHALOM: “ETH IS BETTER.” Sharplink CEO Joseph Chalom credits SAYLOR for the public wrapper model. But he says ETH is the upgrade: 🔹 Stake it 🔹 Native yield 🔹 Secure the network 🔹 Never encumber your ETH Then the line worth attention: “Along with TOM LEE Thomas (Tom) Lee (not drummer) FSInsight.com, we have generational permanent capital.” “We don’t have to sell it. We’re not a fund.” That’s why this model matters: long duration ETH + staking + DeFi allocation. $ETH $BMNR

BMNR Bullz

23,470 görüntüleme • 6 ay önce

ETHEREUM JUST CROSSED THE LINE WALL STREET SAID IT NEVER WOULD. JPMorgan deployed a real money market fund on Ethereum mainnet. Not a pilot. Not a test. Production. 🔹 10 years uptime 🔹 Global L2 ecosystem 🔹 Banks moving on-chain 🔹 Tokenization going live Vivek Raman says ETH now has its own “Michael Saylors” Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com , Joe Lubin, and others shaping the institutional narrative. $ETH $BMNR

ETHEREUM JUST CROSSED THE LINE WALL STREET SAID IT NEVER WOULD. JPMorgan deployed a real money market fund on Ethereum mainnet. Not a pilot. Not a test. Production. 🔹 10 years uptime 🔹 Global L2 ecosystem 🔹 Banks moving on-chain 🔹 Tokenization going live Vivek Raman says ETH now has its own “Michael Saylors” Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com , Joe Lubin, and others shaping the institutional narrative. $ETH $BMNR

BMNR Bullz

51,887 görüntüleme • 7 ay önce

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

BMNR Bullz

40,912 görüntüleme • 4 ay önce

Tom Lee: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Tom Lee: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Milk Road

31,150 görüntüleme • 1 ay önce

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

BMNR Bullz

40,549 görüntüleme • 2 ay önce

🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

BMNR Bullz

100,848 görüntüleme • 6 ay önce

Ethereum Co-Founder Joe Lubin on SharpLink Gaming “SHARPLINK IS GOING TO OUTSTRIP EVERY OTHER ETH TREASURY COMPANY, QUICKLY AND DRAMATICALLY” 🤯 Here's how he plans on doing it: - $SBET being one of the largest ETH accumulators on the planet - Actively managing ETH to maximize its productivity - Stake, restake, and compound into powerful DeFi yields - SharpLink is backed by the Ethereum company itself, which is a massive, unfair advantage - SharpLink is run by the best DeFi investors in the world Sharplink’s strategy is simple: accumulate more $ETH than anyone else, put it to work smarter, and generate steady, compounding returns for the long term

Ethereum Co-Founder Joe Lubin on SharpLink Gaming “SHARPLINK IS GOING TO OUTSTRIP EVERY OTHER ETH TREASURY COMPANY, QUICKLY AND DRAMATICALLY” 🤯 Here's how he plans on doing it: - $SBET being one of the largest ETH accumulators on the planet - Actively managing ETH to maximize its productivity - Stake, restake, and compound into powerful DeFi yields - SharpLink is backed by the Ethereum company itself, which is a massive, unfair advantage - SharpLink is run by the best DeFi investors in the world Sharplink’s strategy is simple: accumulate more $ETH than anyone else, put it to work smarter, and generate steady, compounding returns for the long term

Crypto-Gucci.eth ᵍᵐ🦇🔊

164,210 görüntüleme • 1 yıl önce

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

RYAN SΞAN ADAMS

474,333 görüntüleme • 1 yıl önce

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

BMNR Bullz

81,070 görüntüleme • 5 ay önce

LIVE NOW - Is Joe Lubin the Michael Saylor of Ethereum? | The $SBET Opportunity Joseph Lubin returns to Bankless to break down his latest bold move—launching , a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset. We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. -------------- TIMESTAMPS 0:00 Intro 0:38 Getting Sued by The SEC 7:55 $SBET 16:32 The Michael Saylor of ETH 23:25 $SBET (ETH) vs $MSTR (BTC) 27:16 Valuing ETH 28:30 Wall Street Narratives 30:52 ETH’s Performance 36:53 ETH as Collateral 40:07 Onboarding Others 46:52 ETH as SoV 49:18 What ETH Needs 50:52 Joining Forces 53:08 ETH’s Sentiment Shift 56:53 Genius Act 58:44 Closing & Disclaimers

LIVE NOW - Is Joe Lubin the Michael Saylor of Ethereum? | The $SBET Opportunity Joseph Lubin returns to Bankless to break down his latest bold move—launching , a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset. We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. -------------- TIMESTAMPS 0:00 Intro 0:38 Getting Sued by The SEC 7:55 $SBET 16:32 The Michael Saylor of ETH 23:25 $SBET (ETH) vs $MSTR (BTC) 27:16 Valuing ETH 28:30 Wall Street Narratives 30:52 ETH’s Performance 36:53 ETH as Collateral 40:07 Onboarding Others 46:52 ETH as SoV 49:18 What ETH Needs 50:52 Joining Forces 53:08 ETH’s Sentiment Shift 56:53 Genius Act 58:44 Closing & Disclaimers

Bankless

360,730 görüntüleme • 1 yıl önce

THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"

THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"

SamAlτcoin.eth 🌞

40,199 görüntüleme • 1 ay önce

$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.

$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.

SamAlτcoin.eth 🌞

65,474 görüntüleme • 1 ay önce

🚨 TOM LEE: $BMNP IS “A REALLY CHEAP CALL OPTION” ON ETHEREUM BitMine’s 9.5% preferred costs roughly $35 million a year in dividends. Its ETH staking operation is expected to generate close to $300 million annually at today’s price. Tom's logic: 🔹 Preferred capital buys ETH without issuing common stock 🔹 Staking rewards comfortably cover the dividend 🔹 Higher ETH prices widen that advantage 🔹 The result is more ETH per $BMNR share BitMine needs roughly 200,000 more ETH to reach 5%. Lee expects staking to produce around 120,000 ETH annually, leaving only 80,000 ETH, worth about $160 million, to fund. “I don’t think we’re going to end up with billions of dollars of BMNP unless we expect to go way beyond 5%.” That final line is the one to remember. $ETH

🚨 TOM LEE: $BMNP IS “A REALLY CHEAP CALL OPTION” ON ETHEREUM BitMine’s 9.5% preferred costs roughly $35 million a year in dividends. Its ETH staking operation is expected to generate close to $300 million annually at today’s price. Tom's logic: 🔹 Preferred capital buys ETH without issuing common stock 🔹 Staking rewards comfortably cover the dividend 🔹 Higher ETH prices widen that advantage 🔹 The result is more ETH per $BMNR share BitMine needs roughly 200,000 more ETH to reach 5%. Lee expects staking to produce around 120,000 ETH annually, leaving only 80,000 ETH, worth about $160 million, to fund. “I don’t think we’re going to end up with billions of dollars of BMNP unless we expect to go way beyond 5%.” That final line is the one to remember. $ETH

BMNR Bullz

84,409 görüntüleme • 7 gün önce

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

BMNR Bullz

262,751 görüntüleme • 4 ay önce

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Bitmine Marine (BMNR)

45,601 görüntüleme • 6 ay önce

🚨 BLACKROCK IS PUTTING A TOKENIZED MONEY-MARKET FUND ON ETHEREUM This is the world’s largest asset manager bringing one of the biggest products in traditional finance onchain. Back at WEF, Larry Fink said investors would move between tokenized money-market funds, stocks and bonds on “ONE COMMON BLOCKCHAIN.” Now $14T BlackRock has filed to launch BSTBL on Ethereum, tied to a $6.1B Treasury liquidity fund built for stablecoin users. 🔹 Runs on Ethereum 🔹 Backed by U.S. Treasuries 🔹 Built for stablecoin holders 🔹 Follows BUIDL’s $2.5B growth Larry Fink told us the direction. Today, BlackRock put Ethereum at the center of it. $ETH $BMNR

🚨 BLACKROCK IS PUTTING A TOKENIZED MONEY-MARKET FUND ON ETHEREUM This is the world’s largest asset manager bringing one of the biggest products in traditional finance onchain. Back at WEF, Larry Fink said investors would move between tokenized money-market funds, stocks and bonds on “ONE COMMON BLOCKCHAIN.” Now $14T BlackRock has filed to launch BSTBL on Ethereum, tied to a $6.1B Treasury liquidity fund built for stablecoin users. 🔹 Runs on Ethereum 🔹 Backed by U.S. Treasuries 🔹 Built for stablecoin holders 🔹 Follows BUIDL’s $2.5B growth Larry Fink told us the direction. Today, BlackRock put Ethereum at the center of it. $ETH $BMNR

BMNR Bullz

111,253 görüntüleme • 3 ay önce